Analyst Notes

VIRTUS raises funds for Europe expansion

September 28, 2026
Sacha Kavanagh

VIRTUS Data Centres, part of the STTGDC Group, completed a £2.45b financing package that includes a...

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WSS: More neocloud capital raising and new company formation as landscape continues to diversify

September 28, 2026
Philbert Shih

The past week saw more activity from the neocloud space, while new operating platforms continued to ...

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EXA Infrastructure building new US-UK subsea cable to meet hyperscale, neocloud demand

September 25, 2026
Sacha Kavanagh

EXA Infrastructure unveiled EXA Meridian, a new 6.5k km transatlantic subsea cable between the US (N...

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Emerald AI raises $105m in Series A round

September 25, 2026
Philbert Shih

Emerald AI raised $105m in a Series A round that valued the company at just over $1b. ...

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Nebius raises funds, reorganises and launches new business model to generate additional capacity, revenue

September 25, 2026
Sacha Kavanagh

A few important developments at Amsterdam-based neocloud Nebius as it matures. ...

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365 Data Centers expands partnership with Megaport in US

September 24, 2026
Vivian Kong

365 Data Centers expanded its partnership with Megaport, adding PoPs at nine of 365’s data centre ...

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OpenAI to deploy with Firmus cloud in Malaysia, APAC; using data centre partners

September 24, 2026
Philbert Shih

Australian neocloud Firmus confirmed that OpenAI will deploy compute infrastructure at two of its da...

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Bitdeer acquires more land for future expansion potential

September 24, 2026
Philbert Shih

Bitdeer confirmed the acquisition of 200 acres of land in Milam County, Texas, which is near its Roc...

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Opti9 acquires Hut 8 managed infrastructure, cloud customers

September 24, 2026
Philbert Shih

MSP Opti9 Technologies acquired the Canada-based traditional managed infrastructure and cloud busine...

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Meta plans expansion in Eagle Mountain, Utah

September 24, 2026
Vivian Kong

Meta revealed plans to expand its Eagle Mountain data centre campus in Utah. ...

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Rackspace rolls out VMware-base cloud infrastructure service

September 24, 2026
Philbert Shih

Rackspace rolled out Rackspace Cloud, a multi-tenant cloud infrastructure service enabled by Broadco...

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Digital Realty to develop cable landing station in Los Angeles

September 24, 2026
Vivian Kong

Digital Realty shared plans to develop a new cable landing station at its LAX12 data centre in Los A...

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